Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 20th, 2020
2020 M&A Activity Starts Strong After Record 2019
CAPTRUST has continued its serial acquisitions, but the biggest merger and acquisition news of early 2020 has been the acquisition of Legg Mason by Franklin Templeton. Read more >
TDFs, Passive Funds and Income Products Shape the DCIO Landscape
Sources say plan sponsors are beginning to realize the value of differentiating services—from retirement income solutions to securities lending capabilities—now that costs have come down across the board. Read more >
15th Anniversary of Retirement Plan Adviser of the Year
Since 2005, we have honored 39 individuals and teams with our awards program. Not only are the majority still full-time retirement plan advisers, but they still lead our industry. They serve on industry boards and advisory councils, and their businesses have grown tremendously. We’d like to think our awards played a role in that, and acknowledge how awesome it is to have these ambassadors for our brands. Read more >
2023 Retirement Plan Adviser of the Year Finalists
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Retirement Advisers Increasingly Want PEP Option in Toolbox
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from Mass Mutual
The Future of Financial Wellness?
Click here to watch the excerpt. Read more >
Vanguard DC Plan Clients Can Add Equity Comp Services
Plan sponsors who elect to add equity compensation services will have real-time financial analysis, modeling tools and support of multiple languages and currencies integrated within Vanguard’s existing participant web portal. Read more >
Earnest Partners with GRPAA on Student Debt Refinancing
The goal of the collaboration is to expand awareness of refinancing as a potential solution for those looking to simplify their student loan payments and get a lower interest rate. Read more >
John Hancock Adds Emergency, College Savings Tools to Financial Wellness Offering
With the click of a button on John Hancock Retirement’s participant site, participants can create an emergency savings account. Read more >
Market Mirror
Wednesday, the Dow was up 115.84 points (0.40%) at 29,348.03, the NASDAQ climbed 84.44 points (0.87%) to 9,817.18, and the S&P 500 increased 15.86 points (0.47%) to 3,386.15. The Russell 2000 gained 9.05 points (0.54%) to finish at 1,692.57, and the Wilshire 5000 closed 170.85 points (0.50%) higher at 34,534.02. The price of the 10-year Treasury note was unchanged, with its yield at 1.568%. The price of the 30-year Treasury bond was down 1/32, increasing its yield to 2.014%.
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